Latest Institutional Transactions on American Centy ETF Tr Avantis (AVEM)
This table provides information on the latest institutional transactions involving American Centy ETF Tr Avantis (AVEM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.14% |
$212 - $274
|
355
$27.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-179- 66.3% |
$9.5K - $12.3K
|
91
$7.06K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
3.04KNew |
$161K - $208K
|
3.04K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.66K+ 89.74% |
$194K - $251K
|
7.75K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.64K+ 47.75% |
$140K - $181K
|
8.16K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
19+ 0.11% |
$1.01K - $1.3K
|
18.1K
$1.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-65- 28.63% |
$3.45K - $4.46K
|
162
$12.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-6.81K- 0.58% |
$361K - $466K
|
1.17M
$90.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.08MNew |
$57.4M - $74.2M
|
1.08M
$84M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 1.22% |
$122K - $158K
|
190K
$14.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$372 - $480
|
7
$543
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
80+ 1.28% |
$4.25K - $5.48K
|
6.33K
$491K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
39New |
$2.07K - $2.67K
|
39
$3.03K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-15K- 3.29% |
$794K - $1.03M
|
439K
$34.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-55- 1.15% |
$2.92K - $3.77K
|
4.72K
$366K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-204- 2.15% |
$10.8K - $14K
|
9.31K
$722K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
348New |
$18.5K - $23.9K
|
348
$27K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
3.57KNew |
$190K - $245K
|
3.57K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7.57K+ 12.75% |
$402K - $519K
|
66.9K
$5.19M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
187New |
$9.93K - $12.8K
|
187
$14.5K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
141+ 4.14% |
$8.05K - $8.8K
|
3.55K
$275K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-315- 43.45% |
$18K - $19.7K
|
410
$31.8K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
75New |
$4.28K - $4.68K
|
75
$5.82K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.67K- 36.06% |
$267K - $291K
|
8.28K
$642K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5KNew |
$286K - $312K
|
5K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
169KNew |
$9.68M - $10.6M
|
169K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
87.3K+ 18.58% |
$4.99M - $5.45M
|
557K
$43.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
117KNew |
$6.68M - $7.3M
|
117K
$9.07M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.77KNew |
$215K - $235K
|
3.77K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.85KNew |
$106K - $116K
|
1.85K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
399New |
$22.8K - $24.9K
|
399
$31K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.35K- 28.83% |
$77.2K - $84.4K
|
3.34K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-940- 11.02% |
$53.7K - $58.7K
|
7.59K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.28K- 37.9% |
$130K - $142K
|
3.74K
$290K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 17.48% |
$152K - $166K
|
12.6K
$977K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.34K- 91.64% |
$191K - $209K
|
305
$23.7K
|
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-71.4K- 86.62% |
$4.08M - $4.46M
|
11K
$856K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.19KNew |
$468K - $511K
|
8.19K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
986New |
$56.3K - $61.5K
|
986
$76.5K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
57.3KNew |
$3.27M - $3.58M
|
57.3K
$4.45M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 2.09% |
$514 - $562
|
439
$34.1K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
17.2KNew |
$981K - $1.07M
|
17.2K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$514 - $562
|
9
$698
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-4.54K- 43.96% |
$260K - $284K
|
5.79K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-40.8K- 88.01% |
$2.33M - $2.55M
|
5.56K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
515K+ 368.08% |
$29.4M - $32.1M
|
655K
$50.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
307New |
$17.5K - $19.2K
|
307
$23.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.73KNew |
$213K - $232K
|
3.73K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$514 - $562
|
9
$698
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.07K- 71.1% |
$61.1K - $66.8K
|
435
$33.7K
|
|